Strategic Financial Solutions Advisor

Bank of America; Carrollton (TX); On-site; USD 70,000 - 120,000; Full time

Job summary

Bank of America seeks a financial adviser to provide comprehensive guidance and tailored solutions helping clients reach their financial goals. The role involves triaging leads, referring to internal partners, and meeting with clients to review goals, build plans, and recommend brokerage products.

Requirements include Series 7 and 66 licenses, at least one year in investments or financial services, and the ability to work Monday–Friday with rotating Saturdays.

Qualifications

• Currently holds Series 7 and 66 licenses
• Minimum of one year of experience in the investments industry
• Minimum of one year of experience in financial services or sales with goals
• Ability to build relationships and communicate confidently with clients
• Must work Monday through Friday and rotating Saturdays

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products
• Recommend banking and investment strategies aligned with client goals
• Triages client requests and referrals to internal service providers
• Mitigate and control risk as part of daily activities
• Identify and engage new clients through referrals or branch clientele
• Coach and provide feedback to referral partners based on client needs and product services

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

High School Diploma/GED

Tools

Series 7

Series 66

Job description

Bank of America seeks a financial adviser to provide comprehensive guidance and tailored solutions helping clients reach their financial goals. The role involves triaging leads, referring to internal partners, and meeting with clients to review goals, build plans, and recommend brokerage products.

Requirements include Series 7 and 66 licenses, at least one year in investments or financial services, and the ability to work Monday–Friday with rotating Saturdays.